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[0001] This application is a continuation-in-part of copending U.S. patent application Ser. No. 10/123,066, filed on Apr. 11, 2002, which is hereby incorporated herein in its entirety by reference.
[0002] The present invention relates to the field of reverse logistics. Specifically, the present invention is a system and method to provide shipping labels to field service technicians for use in returning service parts.
[0003] The trend in the manufacture of high tech equipment is towards the assembly of modular components from multiple, external suppliers. As a result of this trend, field service technicians, those individuals charged with post-sale servicing and repairing of these products, generally focus more on diagnosis-and-replacement rather than diagnosis-and-repair. In fact, if a problem originates in a modular component that was sourced from a third-party supplier, the component may not be amenable to on-site repair by either the manufacturer or its repair staff.
[0004] Much of the efficiency of the modern-day field service technician thus depends on having the correct replacement part on hand when a problem arises. Any economies and efficiencies in post-sale servicing are either compromised or lost if a technician has to make multiple trips to a site to make a repair. Thus, it is generally more efficient for a field service technician to take extra service parts to a repair site than to have the technician make a first trip to diagnose the problem and a second trip to bring the parts to fix it.
[0005] There are, however, drawbacks to sending a field service technician to a repair site equipped with a varied selection of spare parts. One drawback is the difficulty inherent in tracking and managing service part inventory levels when there is little indication as to which service parts will actually be used in a repair. For any given repair, some or all of the service parts that a technician takes to a site may not be used in the repair. These parts, then, are shipped back to a service parts warehouse or other storage facility where they are made available for the next service call.
[0006] For purposes of example, an exemplary service call is illustrated in
[0007] Service parts are typically warehoused in either a distribution center or a field stocking location. There are generally many more field stocking locations than distribution centers; therefore, if a field technician needs a part immediately, the part is generally ordered from a field stocking location, whereas service part orders that are less time sensitive are generally filled from a distribution center.
[0008] In Step
[0009] In the “hold for pickup” process, a manufacturer has field technicians to repair equipment spread across various locales, and these technicians often have an immediate need for repair parts from a stocking location or distribution center. If the manufacturer requests ordinary overnight delivery of the package containing a part, the technician will not receive the repair part until late morning. Although early morning delivery options are sometimes available, they often are too expensive for the manufacturer to use on a regular basis. In the hold for pickup process, the manufacturer requests that the package be held at the carrier's consolidation point nearest to the job site for personal pickup by the technician early in the morning. This procedure has the dual benefit of early receipt of the package and low cost, because the final delivery by small vehicle from the carrier's facility to the consignee is an expensive part of the package transportation process.
[0010] In Step
[0011] To further complicate the situation, the field technician has between eight and ten repair problems to address each day. As a result, it is not unusual for a field service technician to store the spare and used parts in a repair truck or van for two or more weeks until the technician has an opportunity to ship the parts back for re-shelving and/or repair (Step
[0012] In Step
[0013] Under the above-described process, several significant problems have been noted, which are discussed as follows. The delay in the return of unused parts results in inefficient and inaccurate product inventory management. At any given moment, a company may have several million dollars worth of unused service parts sitting in repair trucks or in route to the distribution centers and field stocking locations from technicians that have held the parts for varying lengths of time. Because the company does not know which service parts were used in the repair and which will ultimately be returned for re-shelving the company faces parts inventory management problems.
[0014] Another problem associated with the aforementioned process is a significant delay in billing. In the illustration above, the field service technician ordered five parts for the repair, but only used three of the five parts in making the repair. Typically, the company cannot bill its customer for the repair until the service parts are returned and the company determines which of the parts were used in the repair. Thus, customer-billing cycles known in the art are generally delayed while the company and field service technicians determine which parts were used in a repair and which were re-shelved.
[0015] Still another problem illustrated by the foregoing example is the handling of used parts. In some cases, a service technician will ship a part that has been replaced as part of a warranty process, in other cases the value of the part justifies its repair. The used-part problem often arises at the distribution centers and the field stocking locations when a part arrives without instructions from the field technician as to whether the part is to be re-shelved or sent for repair. In some warehouses, companies have established intricate testing operations to determine whether the parts that are received from their field technicians are in need of repair. These often-manual testing operations are both costly and prone to error.
[0016] Thus, an unsatisfied need exists in the industry for an improved service parts returns system that that overcomes deficiencies in the prior art, some of which are discussed above.
[0017] Having thus described the invention in general terms, reference will now be made to the accompanying drawings, which are not necessarily drawn to scale, and wherein:
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[0037] The present invention discloses systems and methods for the provision of shipping labels for use in returning parts distributed to field service technicians. A system is disclosed that processes a service parts order request against one or more rules and generates return shipping labels that are printed and enclosed in packages with service parts. Field service technicians use the appropriate return shipping label to identify the status of the service part and insure the timely return of both used and unused service parts to a facility equipped to handle them.
[0038] In accordance with an embodiment of the present invention, a method of providing service parts to a field technician is described that includes the steps of receiving an order to ship a part to a field technician, the order including a part identifier associated with the part; querying a parts database with the part identifier to identify a warehouse that the said part in stock; processing the order against a rules engine to associate an outbound shipping label and one or more return shipping labels to the order, and to generate shipping label data for the outbound shipping label and for the one or more return shipping labels; printing the outbound shipping label and the one or more return shipping labels at the warehouse; enclosing the one or more return shipping labels in a package with the part; affixing the outbound shipping label to the package; and shipping the package to the field technician.
[0039] In another related embodiment, the method is described wherein the step of querying a parts database to identify a warehouse includes querying a parts database to determine whether the part is available and, if available, where the part is located. In another embodiment, the step of querying a parts database to identify a warehouse includes the steps of identifying a warehouse that has the part in stock; setting a flag in the parts database to reserve the part; and contacting the warehouse to have the part picked for shipment. In still another embodiment, the step of querying a parts database to identify a warehouse includes querying a parts database to determine whether the part is available and, if not available, backordering the part. In yet another disclosed embodiment, the step of processing the order against a rules engine includes the steps of converting the order into an order array for submission to an enterprise Java bean via an enterprise Java bean client; receiving the order array into the enterprise Java bean; creating a Java order object suitable for processing by the rules engine; and passing the order object to the rules engine.
[0040] In another related embodiment, the method is described wherein the step of generating shipping label data for one or more return shipping labels includes generating label data for a first and second return shipping label, the first return shipping label identifying a returned part as used, and the second return shipping label identifying the returned part as unused. In another embodiment, the step of generating shipping label data for one or more return shipping labels includes generating data for shipping labels that allow the field technician to ship a used part for at least one of repair, restocking, salvage and disposal. In still another described embodiment, the step of printing the outbound label and the one or more return shipping labels at the warehouse includes transmitting the shipping label data in an electronic format to a printing device located at the warehouse; and printing the outbound label and the one or more return shipping labels on the printing device, wherein the information printed on the shipping labels is based at least in part on the shipping label data. In yet another embodiment, the step of printing the outbound label and the one or more return shipping labels at the warehouse includes transmitting the shipping label data in an electronic format to a computer system associated with the warehouse; forwarding the shipping label data to a carrier application upon a manual activation of the warehouse computer system; assigning a package tracking number to the outbound shipping label and each of the one or more shipping labels; generating the outbound shipping label and the one or more shipping labels based at least in part on the shipping label data; and printing the outbound shipping label and the one or more shipping labels at the warehouse.
[0041] In another disclosed embodiment, the method described above also includes the step of assigning a package tracking number to the outbound shipping label and to each of the one or more return shipping labels. And in another related embodiment, the step of enclosing the one or more return shipping labels in a package with the part includes the steps of picking the part from a storage area within the warehouse; placing the part in a package; retrieving the one or more return shipping labels from a printing device; and enclosing the one or more return shipping labels in the package.
[0042] In accordance with another embodiment of the present invention, a service parts shipping system is described that includes an order entry application, the order entry application configured to receive order data from a user, the order data including at least one service part number; a parts management application in electronic communication with the order entry application, the parts management application configured to receive the order data and query a parts database with the service part number to determine an availability of a service part; a rules engine in electronic communication with at least one of the order entry system and the parts management application, the rules engine configured to receive the order data and process the order data against one or more rules; the rules engine further configured to generate shipping label data based at least in part on the one or more rules; and a printing device configured to print at least one shipping label based at least in part on the shipping label data.
[0043] In another related embodiment, the parts management application is further configured to identify a warehouse that has the service part in stock. In additional embodiments, the parts management application is further configured to reserve the service part and backorder a service part that is unavailable. In still another described embodiment, the rules engine is configured to process the order data against at least one of a carrier rule, a logistics rule and a user-defined rule. In another embodiment, the rules engine is configured to generate shipping label data for an outbound shipping label and a return shipping label.
[0044] In another embodiment, the system is described such that the rules engine is configured to generate shipping label data for a first and second return shipping label, the first return shipping label identifying a returned part as used, and the second return shipping label identifying the returned part as unused. In still another embodiment, the rules engine is configured to generate shipping label data for return shipping labels that allow a field technician to ship a used part for at least one of repair, restocking, salvage and disposal.
[0045] In still another embodiment, the system is described to further include a warehouse application, the warehouse application configured to receive the shipping label data, the warehouse application further configured to transmits the shipping label data to a carrier system and receive a shipping label image from the carrier system; and a shipping label generation application residing on the carrier system, the shipping label generation application configured to receive the shipping label data and generate the shipping label image. In yet another embodiment, the shipping label application is further configured to transmit the shipping label image to the printing device, and the shipping label printed by the printing device is based at least in part on the shipping label image.
[0046] In accordance with another embodiment of the present invention, a method of monitoring the status of service parts that are shipped to a field technician is disclosed that includes the steps of receiving a service parts request, the service parts request including a request to ship a service part to a field technician; generating an outbound shipping label and a return shipping label in response to the service parts request; assigning a first service part tracking number to the outbound shipping label and a second service part tracking number to the return shipping label; storing information about the service parts request in a service parts transaction database, the stored information including the first and second service part tracking numbers; capturing package level detail information about a package that is shipped through a carrier, the package level detail information including a package shipment status and a package tracking number associated with the package; and updating the service parts transaction database with the package level detail information when the package tracking number corresponds to the first or second service parts tracking numbers.
[0047] The present invention now will be described more fully hereinafter with reference to the accompanying drawings, in which preferred embodiments of the invention are shown. This invention may, however, be embodied in many different forms and should not be construed as limited to the embodiments set forth herein; rather, these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the scope of the invention to those skilled in the art. Like numbers refer to like elements throughout.
[0048] Many modifications and other embodiments of the invention will come to mind to one skilled in the art to which this invention pertains having the benefit of the teachings presented in the foregoing descriptions and the associated drawings. Therefore, it is to be understood that the invention is not to be limited to the specific embodiments disclosed and that modifications and other embodiments are intended to be included within the scope of the appended claims. Although specific terms are employed herein, they are used in a generic and descriptive sense only and not for purposes of limitation.
[0049] The following paragraphs describe a service parts return system
[0050] In general, service parts are picked, packed and shipped from distribution centers and/or field stocking locations to the field service technicians who may or may not use the parts to effect repairs on products. The service parts arrive to the field technicians accompanied by one or more shipping labels, which the field technician will use to return unused service parts or, in some cases, used parts from a repair that needs to be returned. Typically at least two shipping labels are provided, one for the return of a new or unused part, and the other for the return of a used part. The return location for the service parts can vary based on a variety of order or part attributes. Used parts may or may not be returned at all. Used parts that are returned are preferably sent to a location equipped to refurbish, salvage and/or safely dispose of the part. An unused part may be returned to a distribution facility or field stocking location from which it was shipped, a warehouse experiencing a shortage of that part, or to a central location for later redistribution.
[0051]
[0052] Upon receipt of the service parts list, the manufacturer
[0053] Once the service parts list is entered into the order entry system
[0054] If the user is satisfied with the availability and location of the service parts, an order is placed in the order entry system
[0055] In an alternative embodiment, the order process is not a two-step process in which part availability is checked before the order is entered. Instead, when the service parts list is entered, an order is created and sent to the service parts management system
[0056] Once a service order is placed, the service parts management system
[0057] The service parts management system
[0058] In a preferred embodiment, the rules processing occurs when a service part is picked. Shipping label information is output from the rules process and is stored in a shipping label table. In general, the shipping label information includes service parts return shipping label information for shipping labels that are packaged along with the service parts and used by field service technicians
[0059] Updates to the rules engine
[0060] After the rules processing is completed and the service parts are picked and packaged for shipment to the field service technician
[0061] Upon activation of the shipment function, the shipping label information is sent to a package tracking system
[0062] Upon assignment of package tracking numbers, the service parts management system
[0063] In a preferred embodiment, the service parts management system
[0064] In a preferred embodiment, a package carrier receives the service part shipping detail and sends carrier drivers to the various distribution centers and field stocking locations specified in the shipping detail to pick up the service parts requested by the field service technician
[0065] In the next step, the package carrier delivers the packages containing the service parts to the field service technician
[0066] For purposes of illustration, assume that a field service technician
[0067] In this example, three of the five service parts that were sent to the field technician
[0068] With regard to the two service parts that were not used in the repair, the field service technician
[0069] The field service technician
[0070] Once the field service technician
[0071] The return shipping labels on the packages containing the service parts are scanned when the package carrier accepts the return package. Return shipping information is then sent to a central storage facility of the package carrier. In a preferred embodiment, the return shipping labels for the service part packages indicate that the packages are associated with the service part return system
[0072] The service parts management system
[0073] In a preferred embodiment, the package carrier scan of the return shipping label captures sufficient information about the package that the manufacturer
[0074] Another benefit of this greater visibility is the elimination of delays in billing for the repair. In the processes known in the art, service charges are often delayed several weeks until the manufacturer
[0075] Still another benefit of this process is the accumulation of historical data about the movement of service parts between warehouses and field service technicians
[0076] In one embodiment, specific reports are available to users of the system
[0077] The following paragraphs provide additional detail about the system architecture of an embodiment of the present invention.
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[0079] A carrier shipping system
[0080] A warehouse management server
[0081] An ARS server
[0082] The developer workstation
[0083] In a preferred embodiment, the developer workstation
[0084] Packout stations
[0085] The following paragraphs describe the operation of a service parts return system in accordance with an embodiment of the present invention. The description is presented in a drill-down format in which greater detail is provided in succeeding paragraphs and associated figures.
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[0088] Upon entry, order data is replicated to an instance of Oracle. Again, Oracle is represented herein for illustrative purposes as Oracle is a well known database and application development software vendor. The present invention is equally advantageous with other database applications. Upon confirmation that the service parts are available, the order is released for picking. At pick release, the processing diverges with service parts order being electronically processed as the service parts are being physically picked at one or more warehouse locations. Processing converges again at the packout station where the service parts are packaged and shipping labels are printed. In a preferred embodiment, outbound and service parts return shipping labels are printed. The return shipping labels are placed in the package with the service parts for use in returning the parts, and outbound shipping labels are affixed to the package for shipment to the field service technician
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[0091] Once instantiated the bean applies the designated rules to the service parts order data passed in, and additional Oracle data can be retrieved if necessary to complete the rules processing. After processing the order data against the rules, the EJB returns the shipping label data to the calling service parts stored procedure where post-processing occurs and Oracle is updated with the shipping label data.
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[0095] If the order data indicates that service parts processing is required each order line is processed. Carrier rules are applied for each. Carrier rules are sets of carrier-specific rules that a carrier applies to packages shipped in its system. Carrier rules can include, for example, a requirement that ground transportation be used for package shipments to or from certain locations. In the context of a service parts return system
[0096] If the carrier rules processing indicates that no service part shipping labels should be created for this line item, the local order data is updated and the next order line item is processed. Assuming that the carrier rules do not preclude the generation of service parts return shipping labels, service part logistics rules are applied. Service part logistics rules can vary from carrier to carrier. In a preferred embodiment, the service part logistics rules include a check to confirm that the customer that generated the service order request has a valid billing account number. As will be readily apparent to one of ordinary skill in the art, additional checks may be performed in this step based on the user and/or the service parts order information.
[0097] In a preferred embodiment, one or both of the carrier rules and service part logistics rules may indicate that service parts shipping labels should not be generated for a given line item. Assuming neither the carrier or service part logistic rules preclude the creation of service parts shipping labels, the order line data is updated and user-specific rules are applied to the order line.
[0098] Each order line is processed according to the foregoing steps. When all order lines have been processed, the EJB returns the updated order data for use in populating Oracle with the shipping label data. This data is returned to the EJB client where it is packaged and returned to the service parts stored procedure.
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[0102] The process of printing the shipping labels is illustrated in
[0103] In a preferred embodiment, the ship request document received by MQSI contains data necessary to print both the outbound and service parts return shipping labels. MQSI parses the data and creates an XML document for each shipping label. These documents are identified as XML tracking request documents in
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[0106] In a preferred embodiment, the part number
[0107] The customer reference fields
[0108] In addition, a plurality of user-customizable fields
[0109] In a preferred embodiment, a field service technician that receives service parts for a repair receives the shipping labels
[0110] The shipping label
[0111] The service parts return system
[0112] Further, any process descriptions or blocks in flow charts should be understood as representing modules, segments, or portions of code which include one or more executable instructions for implementing specific logical functions or steps in the process, and alternate implementations are included within the scope of the preferred embodiment of the present invention in which functions may be executed out of order from that shown or discussed, including substantially concurrently or in reverse order, depending on the functionality involved, as would be understood by those reasonably skilled in the art of the present invention.
[0113] It should be emphasized that the above-described embodiments of the present invention, particularly any “preferred embodiments” are merely possible examples of the implementations, merely set forth for a clear understanding of the principles of the invention. Any variations and modifications may be made to the above-described embodiments of the invention without departing substantially from the spirit of the principles of the invention. All such modifications and variations are intended to be included herein within the scope of the disclosure and present invention and protected by the following claims.
[0114] In concluding the detailed description, it should be noted that it will be obvious to those skilled in the art that many variations and modifications can be made to the preferred embodiment without substantially departing from the principles of the present invention. Also, such variations and modifications are intended to be included herein within the scope of the present invention as set forth in the appended claims. Further, in the claims hereafter, the structures, materials, acts and equivalents of all means or step-plus function elements are intended to include any structure, materials or acts for performing their cited functions.